Invoices


Invoices Add-on for Paid Member Subscriptions helps you automatically generate PDF invoices for subscription payments, which are downloadable by both clients and the admin.

Members will be asked when making a payment to fill in the billing information they wish to appear on the invoice and will then be given a PDF version of the invoice that can be downloaded or printed.

Install the Invoices Add-on

Invoices Add-on is a Pro Add-on, available with a Paid Member Subscriptions Pro license only.

After purchasing the Pro version, the .zip file will be available for download under your account page by clicking the “Add-ons Download” button.

You can install the add-on as a normal WordPress plugin, by uploading the .zip file in your WordPress Admin -> Plugins -> Add New -> Upload Plugin.

Alternatively, you can install the Invoices add-on by extracting the folder found inside the archive and uploading the entire folder via FTP to your /wp-content/plugins folder found inside your WordPress install.

Note – For Invoices add-on to work as expected, you’ll also need to have the following plugin installed and activated on your site:

Invoice add-on Settings

After activating the add-on, under Paid Member Subscriptions -> Settings and then click on the Invoices tab. Here you can enter the Invoice Details and Settings.

First of all, under Invoice Details, make sure to fill in your Company Details, as these are required for generating the invoices. You can also add some Invoice Notes that will appear at the end of the downloaded invoice.

Next, you can modify the Invoice Settings to fit your business needs. You can set a custom Invoice Title, Format as well as choose to automatically reset invoice numbers yearly (on new year’s day).

Note: {{number}} is required to maintain invoice number sequentiality.

Next, simply click the Save Settings button and you’re done.

Collecting Member Billing Information

When a member registers and signs up for a paid subscription plan, he will be asked to fill in the Billing Details, which will appear on the payment invoice.

These details are stored and can be managed/modified from the Account page. Updating the Billing Details from the Account page will have effect only for future invoices, not past ones.

The Billing Details will also be filled in automatically if a member decides to purchase a second subscription, by accessing the page containing the Subscriptions Plan list shortcode.

Download Invoices for Subscription Payments

Both the admin as well as the paying member will be able to download an invoice for a completed payment.

The membership site admin will have access to all the completed payment invoices by accessing the Payments tab under Paid Member Subscriptions menu. From there when hovering over a certain payment the “Download Invoice” link will appear and allow him to download that specific invoice.

A member will be able to download the invoice(s) corresponding to the payments he made, in the front-end, by accessing the page containing the Payment History shortcode.

This is how the downloaded PDF Invoice will look like: